Lakewood Asset Management LLC Schwab Fundamental U S Small C Transaction History
Lakewood Asset Management LLC
- $146 Billion
- Q3 2024
A detailed history of Lakewood Asset Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lakewood Asset Management LLC holds 36,303 shares of FNDA stock, worth $1.15 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
36,303
Previous 34,138
6.34%
Holding current value
$1.15 Million
Previous $1.87 Billion
15.35%
% of portfolio
1.48%
Previous 1.31%
Shares
8 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.12 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$40.5 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$32.8 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$31.7 Million3.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN894KShares$28.2 Million0.01% of portfolio